EI
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Ellevest Inc’s Teladoc Health TDOC Stock Holding History

Ellevest Inc’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,935
Closed -$50.1K – 1490
2023
Q1 		$50.1K Buy
1,935
+648
+50% +$17.3K ﹤0.01% 602
2022
Q4 		$30.4K Buy
1,287
+147
+13% +$3.96K ﹤0.01% 738
2022
Q3 		$29K Sell
1,140
-297
-21% -$10.4K ﹤0.01% 725
2022
Q2 		$48K Buy
1,437
+567
+65% +$24.1K ﹤0.01% 576
2022
Q1 		$63K Buy
870
+425
+96% +$30.6K 0.01% 483
2021
Q4 		$41K Buy
445
+254
+133% +$30.4K ﹤0.01% 561
2021
Q3 		$24K Buy
+191
New +$27.8K ﹤0.01% 632
2021
Q2 		– Sell
-156
Closed -$28K – 1421
2021
Q1 		$28K Sell
156
-195
-56% -$45.2K ﹤0.01% 596
2020
Q4 		$70K Buy
351
+319
+997% +$64.9K 0.01% 388
2020
Q3 		$7K Buy
32
+26
+433% +$5.51K ﹤0.01% 720
2020
Q2 		$1K Buy
+6
New +$1.05K ﹤0.01% 1057

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return